See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,037 | $99,957-52.9% | $149,696-68.6% | $73,488-36.0% |
| Participation rate | 84.3% | 75.7%+8.6pp | 82.5%+1.8pp | 70.7%+13.6pp |
| Annual return | 18.91% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $778 | $3,191-75.6% | $4,644-83.3% | $2,270-65.7% |
| Participant deferral / active EE | $11,333 | $6,073+86.6% | $6,842+65.6% | $3,740+203.1% |
| Admin fee / account holder | $20 | $551-96.4% | $9,309-99.8% | $513-96.1% |